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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-28 |
Branch Locations
2042 Folk Road, Fogelsville, PA 18051 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corbenic Partners, Llc | Bethlehem | PA | 09/2013 | 05/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2013 | 12/2017 |
| Prepared Retirement Institute Llc | Lansdale | PA | 09/2020 | Present |
| Sjl Rentals Llc | Bethlehem | PA | 01/2020 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 02/2024 | Present |
1) SJL RENTALS LLC. NON-INVESTMENT RELATED, 1400 Fairhill Rd., Sellersville, PA 18960. CO-OWNER. START DATE: 01/2020. 20 HRS/MO., NO HOURS DURING TRADING HOURS. RENTAL PROPERTY OF APARTMENT UNITS. 2)INDEPENDENT INSURANCE AGENT; NON INVESTMENT RELATED; 2014; LIFE AND HEALTH 3). Honarc Wealth {DBA} - Investment Advisor - Investment Advisor Representative - Start: 02/2024 - at reported business location - 100% of time is spent on this activity. 4). SJL Rentals - Rental properties and development - Not investment related - 1400 Fairhill rd., Sellersville PA 18960 - Owner - Start: 12/2019 - 15-20 hours per month are devoted to this activity - Owner of 200+ apartments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-09 |
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